News

Do You Still Need Emergency Savings In Retirement?

  News
According to a 2018 Bankrate.com survey, 55 million Americans said they had nothing saved in an emergency fund. That means that one accidental fall, one company reorganization, or one burst pipe could send nearly a quarter of the population into financial trouble. This is a startling statistic and one that highlights the importance of an…
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Volunteer in Retirement

The Best Volunteer Opportunities in Greenville, SC

  News
  volunteer work
Everyone wants to make their home a better place to live. Volunteering allows you to offer your time, attention, resources, and services to organizations and people who need it most. People volunteer for a myriad of reasons, but it is especially important to many retirees due to the sense of purpose, fulfillment, belonging, and the…
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Education in Retirement

How To Continue Your Education In Retirement

  News
  education, retirement
According to the National Center for Education Statistics, in 2018, 7.6 million students attending colleges and universities were over the age of 25. This number goes to show the prevalence of non-traditional college paths. With so many people attending college later in life, why shouldn’t you take up a course or two in retirement? Continuing…
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tax planning blog

Tax Planning vs. Tax Preparation, What Is The Difference?

  News
  taxes
Welcome to tax time, where people scour each line of their return looking for potential savings and frantically rush to submit their forms to the IRS by April 15. When people think about doing their taxes, they often only think of tax preparation. But your tax strategy does not have to be limited to once…
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Taxes In Retirement Blog

What Taxes Do You Pay In Retirement Accounts?

  News
  retirement, taxes
Retirement planning includes formulating a strategy for how your retirement income will be taxed. Retirement income can be taken from many sources that have different tax implications.   A tax efficient withdrawal strategy helps maximize your retirement income. Types of Tax Before we look at the accounts themselves, it is important to have an understanding of…
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Case_For_Downsizing_Blog

The Case for Downsizing

  News
  housing, retirement
As you near retirement you will be required to make many important and sometimes irrevocable choices. Retirement housing decisions are among the most important. Should you payoff your mortgage prior to retirement?  What are you going to do with your home once you retire? Is it wise to stay in your house, or would you…
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Comprehensive Financial Planning

The Difference In Comprehensive Financial Planning

  News
  comprehensive planning
Financial planning is a diverse field.  It uses economics, finance, law, communication, psychology, and so much more to help promote balance, independence, security, and joy in one’s financial and personal life. Sometimes financial planning engagements take the form of a short project, an event, or an answer to an important question related to one or…
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